Streamlined Security on Schwab Alliance & Mobile Enhancements

Schwab has streamlined the process of gaining web access to your accounts on Schwab Alliance without compromising online security.  When you enroll for web access you can now choose to verify your identity via a phone call or text message instead of answering questions about your account. Version 8.0 of the Schwab Mobile App has…

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Making Everything Simpler & More Secure for Our Clients

Yesterday, we closed our offices so our team could attend a one-day Charles Schwab conference.  This conference offered us so much new and exciting information.  Your experience with Chesapeake Financial Advisors and with Charles Schwab will improve greatly – now – and in the coming months. Improvements have been made in several areas of client…

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At Schwab your voice can be your password

How does no more PINs and no more personal questions sound? Schwab has introduced a new voice ID service that allows you to access your Schwab accounts by saying, “At Schwab, my voice is my password.”  The new technology uses voice biometrics to identify different behavioral and physical characteristics unique to your voice.  It is…

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New & Improved Paperless Enrollment on SchwabAlliance.com

Is your mailbox overflowing?  Do you want a more secure delivery system than having your paper statements sitting in the mailbox for anyone to steal?  How about saving a few bucks on equity trade transaction fees?  It’s all available via Schwab’s Paperless Statement and E-delivery services on SchwabAlliance.com. Schwab allows you to receive your documents…

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